Watershed Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Watershed Private Wealth LLC

  • $251 Billion
  • Q3 2024

A detailed history of Watershed Private Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Watershed Private Wealth LLC holds 167,684 shares of AGG stock, worth $16.4 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares
167,684
Previous 127,061 31.97%
Holding current value
$16.4 Million
Previous $12.3 Billion 37.68%
% of portfolio
6.77%
Previous 5.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$96.25 - $101.98 $3.91 Million - $4.14 Million
40,623 Added 31.97%
167,684 $17 Billion
Q2 2024

Jul 30, 2024
SELL
$95.11 - $97.92 $374,638 - $385,706
-3,939 Reduced 3.01%
127,061 $12.3 Billion
Q1 2024

May 07, 2024
BUY
$96.75 - $99.37 $8.5 Million - $8.74 Million
87,904 Added 203.97%
131,000 $12.8 Billion
Q4 2023

Feb 07, 2024
SELL
$91.67 - $99.66 $3,025 - $3,288
-33 Reduced 0.08%
43,096 $4.28 Billion
Q3 2023

Oct 19, 2023
BUY
$93.85 - $98.43 $228,243 - $239,381
2,432 Added 5.98%
43,129 $4.06 Billion
Q2 2023

Jul 13, 2023
SELL
$97.49 - $100.53 $335,463 - $345,923
-3,441 Reduced 7.8%
40,697 $3.99 Billion
Q1 2023

May 11, 2023
BUY
$96.32 - $100.79 $37,468 - $39,207
389 Added 0.89%
44,138 $4.4 Billion
Q4 2022

Feb 10, 2023
BUY
$93.63 - $99.69 $4.1 Million - $4.36 Million
43,749 New
43,749 $4.24 Billion

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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